333 W. Franklin Street
Tupelo, Mississippi 38804
Tel: 877-294-8658
ADDICUS ADVISORY, LLC, formally registered with the SEC as ADDICUS ADVISORY, LLC. The firm was established in 09/27/2021. They have over 3 offices throughout the country.
ADDICUS ADVISORY, LLC is a Tupelo, Mississippi based Financial Planning firm with nearly $270,551,694 assets under management, offering retirement planning & investment advisory services to 280 clients. The firm is staffed with 55 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282244 |
SEC# | 801-122401 |
Assets Managed by Firm | $270,551,694 |
No. of Clients | 280 |
No. of Advisors | 55 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 280 | $270,551,694 |
Individuals (other than high net worth individuals) | 43 | $15,334,806 |
High net worth individuals | 44 | $124,102,545 |
Pension and profit sharing plans | 8 | $11,522,255 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,233,687,387 | 696 | 16 | |
$1,865,178,576 | 348 | 18 | |
$1,341,890,722 | 6 | 110 | |
$1,148,400,486 | 3008 | 18 | |
$1,087,865,356 | 2816 | 15 |
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